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Newbridge Financial Services Group’s Ionis Pharmaceuticals IONS Stock Holding History

Newbridge Financial Services Group’s Portfolio IONS Stock Details IONS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-200
Closed -$6.03K – 1340
2025
Q1 		$6.03K Hold
200
– – ﹤0.01% 766
2024
Q4 		$6.99K Buy
+200
New +$7.48K ﹤0.01% 805

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Newbridge Financial Services Group's IONS Position: Q2 2025 in Review

Newbridge Financial Services Group sold out of Ionis Pharmaceuticals (IONS) in Q2 2025, closing a stake of 200 shares — an estimated $6.03K sold.

Newbridge Financial Services Group first reported a position in IONS in Q4 2024 and held it in 2 quarters. The position peaked at $6.99K in Q4 2024. 362 funds tracked by Wall St. Rank hold IONS as of Q2 2025.

  • Newbridge Financial Services Group reported no remaining Ionis Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 200 Ionis Pharmaceuticals shares in Q2 2025, an estimated $6.03K.
  • Newbridge Financial Services Group first reported a position in Ionis Pharmaceuticals in Q4 2024 and held it in 2 quarters.
  • Newbridge Financial Services Group's Ionis Pharmaceuticals position peaked at $6.99K in Q4 2024.
  • 362 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2025.

Based on Newbridge Financial Services Group's 13F filing for Q2 2025, filed 19 Aug 2025.